33) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Use of Financial Leverage by Separately Managed Accounts Established with Investment Advisers Changed over the Past Three Months?| Answer Type: Decreased Considerably
ALLQ33DCNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
0.00
Year-over-Year Change
N/A%
Date Range
10/1/2011 - 1/1/2025
Summary
Measures changes in financial leverage for separately managed accounts with investment advisers. Provides critical insights into investment strategy and risk management trends.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
This indicator tracks shifts in financial leverage across investment advisory accounts. It reflects broader investment market dynamics and risk appetite.
Methodology
Survey-based data collection from financial institutions tracking leverage usage.
Historical Context
Used by investors and financial analysts to understand investment strategy trends.
Key Facts
- Tracks financial leverage in separately managed accounts
- Indicates investment strategy shifts
- Provides insights into risk management trends
FAQs
Q: What does 'Decreased Considerably' mean?
A: Indicates a significant reduction in financial leverage across investment advisory accounts.
Q: Why is financial leverage important?
A: It reflects investment risk tolerance and potential market sentiment changes.
Q: How often is this data collected?
A: Typically gathered on a quarterly basis from financial institutions.
Q: Who monitors these leverage changes?
A: Investors, financial advisers, and risk management professionals track these trends.
Q: What factors might influence leverage changes?
A: Market conditions, economic outlook, and investor risk perception can impact financial leverage.
Related Trends
74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Remained Basically Unchanged
ALLQ74B3RBUNR
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ37B42MINR
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important
ALLQ31B42MINR
38) How Has the Intensity of Efforts by Nonfinancial Corporations to Negotiate More Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Decreased Considerably
ALLQ38DCNR
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Somewhat
ALLQ70A3ESNR
23) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Insurance Companies as Reflected Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Considerably
ALLQ23TCNR
Citation
U.S. Federal Reserve, Investment Leverage Changes (ALLQ33DCNR), retrieved from FRED.